Financial Planning Consultant

Pro Fin Consultancy; Selangor; Hybrid; MYR 36,000 - 72,000; Full time

Benefits offered by this job

Structured training

Sales training

Financial planning training

Performance-based income

Flexible working

Team support

Job summary

Pro Fin Consultancy is seeking motivated individuals to join our financial planning team in Malaysia. Build a professional career by delivering financial planning and protection solutions to clients.

In this role, you will conduct client consultations, build and manage your own client portfolio, and develop sales and relationship-management skills through structured training and mentoring. Enjoy flexible working arrangements and performance-based income as you grow with us.

Responsibilities

• Provide financial planning and protection solutions
• Conduct client consultations
• Build and manage your own client portfolio
• Develop sales and relationship-management skills
• Participate in structured training and mentoring
• Build your own professional career

Skills

Financial planning

Client consultations

Portfolio management

Sales skills

Relationship management

Mentoring/training

Job description

Provide financial planning and protection solutions

Conduct client consultations

Build and manage your own client portfolio

Develop sales and relationship-management skills

Participate in structured training and mentoring

Build your own professional career

What we provide:

• Structured training
• Sales & financial planning training
• Performance-based income
• Flexible working arrangement
• Team support and activities